See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,671 | $135,635-73.7% | $110,238-67.6% | $135,375-73.7% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -15.63% | 513.19%-528.8pp | 314.74%-330.4pp | 519.73%-535.4pp |
| Employer contribution / active EE | $2,197 | $4,906-55.2% | $3,826-42.6% | $4,779-54.0% |
| Participant deferral / active EE | $6,578 | $5,506+19.5% | $4,672+40.8% | $5,609+17.3% |
| Admin fee / account holder | $348 | $11,457-97.0% | $8,547-95.9% | $10,827-96.8% |